The Future of Electronics Manufacturing in North America - Impact on Connectors

Table of Contents

Forward

• Economic History
• Fast Forward to 2001
• Present
• Future

Chapter 1 - Situation Analysis

• Purpose
• Intel To Build $2.5B Chip Plant In China
• Dalian, China Plant To Focus On PC Chipsets, Driving Prices Down
• Time Frame & Scope
• Mindset
• History
• Paradigm Shift - Post 2000
• The China Syndrome
• China Manufacturing + Increasing Design Footprint
• How Fast Was The China Buildup?
• World Connector Market - 1995/2007
• How much of the World' s Connector Manufacturing is in China Now?
• 2007 World Connector Market by Region
• When Will The Majority Of The China Buildup Be Over?
• How Much Of The World' s Connector Manufacturing Will Be In China
• World Connector Market - 2000 / 2005 / 2010
• Connector Product Design - Percent by Region
• Region Product Design Compared to Region Market Share
• Connector Manufacturing Footprint in China
• Tyco - Electronics Rank # 1 - 300,000 sq. meters
• Molex - Rank # 2 - 133,000 sq. meters
• FCI - Rank # 3 - 40,000 sq. meters
• J.S.T. - Rank # 6 - 50,000 sq. meters
• JAE - Rank # 7 - 19,000 sq. meters
• ITT - Rank # 12 - 99,400 sq. meters
• Hirose Rank # 9 - 7,300 sq. meters
• HARTING - Rank # - 15 - 4,600 sq. meters
• Samtec - Rank # 20 - 9,300 sq. meters
• Rosenberger - Rank # 22 - 20,000 sq. meters
• Methode - Rank # 36 - 11,000 sq. meters
• ODU - Rank # 53 - 1,000 sq. meters
• The Global Migration of System Design
• Chapter Summary

Chapter 2 - Manufacturing Infrastructure

• Situation Analysis
• National Research Council Findings
• Information Technology as an Enabler of Globalization:
• OEM Manufacturers Globalization and Reduction in North American Manufacturing
• Infrastructure
• Selected North American OEM Companies 2006
• Contract Manufacturers - i.e. Outsourcing
• Why Outsource?
• Why Not Outsource
• Top 20 EMS Providers and Estimated North American Content
• Printed Circuit Board Industry
• Top 50 PCB Manufacturers and Location
• Semiconductor Industry
• Top 25 Semiconductor Companies
• More on Contract Manufacture
• Top 100 CM/ODM with Estimated Primary Manufacturing Location
• Connector Industry
• Connector Industry Supply Chain
• Global Supply Chain Issues
• Impact On The Connector Industry?
• Engineering vs. Manufacturing Locations

Chapter 3 - Taiwan Example

• Asian Tiger In A Global Marketplace
• Background
• ITRI: Industrial Technology Research Institute - Taiwan
• ITRI Overview:
• ITRI Input on Electronics Manufacturing Trends
• Taiwan Companies
• Major Product Industries
• Taiwan Shipment Performance by IT Product Category
• Taiwan Production Locations and Shipping Destinations
• Interpreting Taiwan Data
• Future
• Taiwan Global IT Market Share 2005-2008
• Summary Interpretation of Taiwan Data

Chapter 4 - US National Manufacturing Data

• Introduction & Summary
• World' s Fastest Chip Supports High Technology IBM Server Manufacturing
• Total US Manufacturing: Value of Shipments:
• Goods and Services
• Goods
• Services
• Goods and Services Moving Average
• Selected Not Seasonally Adjusted Goods Details
• Revisions
• Census Data Table of Contents
• Seasonally Adjusted
• Exhibit 1
• Not Seasonally Adjusted
• Exhibit 12
• US Manufacturing: Non-Defense - Value of Shipments 1992-2006:
• US Manufacturing: Durable Goods - Value of Shipments 1992-2006
• US Manufacturing: Defense Aircraft & Parts - Value of Shipments 1992-2006:
• US Manufacturing: Defense Communications Systems - Value of Shipments 1992-2006
• US Manufacturing: Non-Def. Aircraft and Parts - Value of Shipments 1992-2006:
• US Manufacturing: Total Comm. Equip. - Value of Shipments 1992-2006
• US Manufacturing: Information Technology Products - Value of Shipments 1992-2006
• US Manufacturing: Computers & Related Products - Value of Shipments 1992-2006
• US Manufacturing: Electronic Computers - Value of Shipments 1992-2006
• US Manufacturing: Computer Peripherals - Value of Shipments 1992-2006
• US Manufacturing: Storage Equip - Value of Shipments 1992-2006
• US Manufacturing: Other Electronic Components - Value of Shipments 1992-2006
• US Manufacturing: Electro-Medical & Control Instr. Equip. - Value of Shipments 1992-2006
• US Manufacturing: Electrical Equip - Value of Shipments 1992-2006
• US Manufacturing: Machinery - Value of Shipments 1992-2006
• US Manufacturing: Lighting - Value of Shipments 1992-2006
• US Manufacturing: Batteries - Value of Shipments 1992-2006
• Why Are There No Volume Lithium-Ion Battery Manufacturers in the US?
• US Manufacturing: Power Trans. Equip. - Value of Shipments 1992-2006
• US Manufacturing: Consumer Durable Goods - Value of Shipments 1992-2006
• US Manufacturing: Home Appliances - Value of Shipments 1992-2006
• US Manufacturing: Audio-Video Equip. 1992-2006
• US Manufacturing: Motor Vehicles & Parts - Value of Shipments 1992-2006
• US Manufacturing: Automotive - Value of Shipments 1992-2006
• US Manufacturing: Light Trucks & SUV' s - Value of Shipments 1992-2006
• Shipments of Semiconductors Elect. Components, and Semi. Manufacturing Equip. 2006-2006
• Connector Imports & Exports By Country 2001 ($x1000)
• Electronic Connector Imports & Exports By Country 2006 ($x1000)

Chapter 5 - North American Connector Industry Trends And Roadmap

• 2007 World Connector Industry - Percent Change in Sales
• World Connector Industry Forecast
• North American Growth vs. Industry Growth
• Connector Industry Forecast by Market Sector
• 2008 OUTLOOK
• 2008 Connector Industry Forecast By Geographic Region
• Will World Economies Remain Strong and Avoid Recession?
• Connectors vs. Semiconductors
• Semiconductor and Connector Forecast - 2007 to 2011
• In Relation to North American Market
• Of the top 25 Semiconductor Companies - Ten are Head Quartered in North America
• Of The Top 10 Connector Companies - Four Are Head Quartered In North America
• 2008 Comparisons
• Five-Year Outlook - 2006-2011
• Connector Industry Forecast - 2007 to 2011
• Key Market Outlook: Automotive, Computer-Peripheral, Telecom/Datacom
• Automotive Sector
• World Automotive Connector Market by Region
• World Automotive Connector Market by Application
• Automotive Connector Forecast - Percent Change
• 2007 World Automotive Connector Forecast - Market Share by Region
• Telecom/Datacom Sector
• 2007 World Telecom/Datacom Connector Forecast - Market Share by Region
• Computers & Peripherals
• Product Segments
• Major CCC OEM Players
• Server Market Share
• Future Outlook - Business
• Future Outlook - Technology and Connectors
• 2007 World Computer And Peripheral Connector Forecast - Market Share by Region
• Consumer Market
• Consumer Market Segments
• Focus on iPhone
• iPhone Connector Content
• Consumer Electronics Outlook
• World Consumer Electronics Connector Shipments 2006-2011E
• 2007 World Consumer Connector Forecast - Market Share by Region
• Business/Office Equipment Sector
• Office Equipment Market Segments Include:
• Office Equipment Suppliers
• Industry Trends
• Issues:
• Opportunities:
• Connector Implications:
• 2007 World Business/Office Equipment Connector Forecast - Market Share by Region
• Industrial Equipment Sector
• World View
• North America
• Europe
• Japan
• China
• Asia-Pacific
• ROW
• 2007 World Industrial Connector Forecast - Market Share by Region
• Military/Aerospace Sector
• North America
• Europe
• Japan
• China
• Asia Pacific
• ROW
• 2007 World Military/Aerospace Connector Forecast - Market Share by Region
• 2007 AND 2011 Connector Forecast
• World Connector Market Forecast by Region
• World Connector Market Forecast by Equipment Sector
• Total World Connector Forecast
• World Forecast by Region
• World Forecast by Region
• World Connector Percent Trends
• North American Percent Trends
• North America - Top Six Connector Markets
• North American End-Use Equipment Forecast - Summary
• Trends in Top Six North American Markets
• Mil/Aero/Government:
• Computers & Peripherals:
• Other Equipment:
• 2006-2007 Percent Change
• 2006-2011 CAGR
• 2006-2011 Market Share by Equipment Category
• North American End-Use Equipment Forecast - Detail
• North American-Based Connector Companies
• Comparison: North American Connector Market vs. China

Chapter 6 - Connector Roadmap & Conclusions

• Technology Roadmap
• Connector Market Capsule
• Classification by Levels of Packaging:
• Continuing Impact of Environmental Regulations
• Ongoing Issues:
• Technology Roadmap by Connector Type
• Manufacturing Trends
• Modular Assembly
• State-Of-The-Art Metal Forming
• Tight Tolerance Stack-Ups
• Marking and Packaging
• Automation & Re-Automation In Developing Countries
• Connector Roadmap Dialog
• Key Drivers for Connectors & Cable:
• Generic PCB Connector Roadmap
• Generic IC Socket Roadmap
• Generic Backplane Connector Roadmap
• Generic Fiber Optic Connector Roadmap
• Where Will Fiber Optics be used?
• Conclusions
• Electronics Industry
• Connector Industry
• Design & Manufacturing Issues
• Recommendations
• Government Suggestions
• Commissions
• R&D
• Congress
• Electronics IndustryConnector Industry